Lido Advisors
MOS icon

Lido Advisors’s The Mosaic Company MOS Stock Holding History

Lido Advisors’s Portfolio MOS Stock Details MOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-8,453
Closed -$228K – 1716
2025
Q1 		$228K Sell
8,453
-10
-0.1% -$264 ﹤0.01% 1332
2024
Q4 		$208K Buy
8,463
+13
+0.2% +$340 ﹤0.01% 1371
2024
Q3 		$226K Sell
8,450
-109
-1% -$3K ﹤0.01% 1279
2024
Q2 		$247K Sell
8,559
-1,126
-12% -$33.9K ﹤0.01% 1204
2024
Q1 		$314K Buy
9,685
+136
+1% +$4.33K ﹤0.01% 1072
2023
Q4 		$341K Sell
9,549
-12,622
-57% -$446K ﹤0.01% 982
2023
Q3 		$789K Sell
22,171
-106,900
-83% -$4.1M 0.01% 602
2023
Q2 		$4.52M Buy
129,071
+2,827
+2% +$109K 0.03% 239
2023
Q1 		$5.79M Buy
126,244
+2,823
+2% +$137K 0.06% 189
2022
Q4 		$5.41M Buy
123,421
+619
+0.5% +$30.6K 0.07% 158
2022
Q3 		$5.93M Buy
122,802
+102,832
+515% +$5.31M 0.07% 130
2022
Q2 		$943K Sell
19,970
-463
-2% -$28.4K 0.01% 366
2022
Q1 		$1.36M Sell
20,433
-25,651
-56% -$1.28M 0.02% 332
2021
Q4 		$1.81M Buy
46,084
+25,853
+128% +$990K 0.02% 295
2021
Q3 		$722K Buy
+20,231
New +$647K 0.01% 475
2019
Q3 		– Sell
-14,648
Closed -$366K – 600
2019
Q2 		$366K Buy
+14,648
New +$358K 0.02% 376
2017
Q1 		– Sell
-9,300
Closed -$273K – 264
2016
Q4 		$273K Buy
+9,300
New +$250K 0.07% 146

Other funds holding MOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lido Advisors's MOS Position: Q2 2025 in Review

Lido Advisors sold out of The Mosaic Company (MOS) in Q2 2025, closing a stake of 8,453 shares — an estimated $228K sold.

Lido Advisors first reported a position in MOS in Q4 2016 and held it in 17 quarters. The position peaked at $5.93M in Q3 2022. 706 funds tracked by Wall St. Rank hold MOS as of Q2 2025.

  • Lido Advisors reported no remaining The Mosaic Company position as of Q2 2025 after selling out during the quarter.
  • Lido Advisors sold 8,453 The Mosaic Company shares in Q2 2025, an estimated $228K.
  • Lido Advisors first reported a position in The Mosaic Company in Q4 2016 and held it in 17 quarters.
  • Lido Advisors's The Mosaic Company position peaked at $5.93M in Q3 2022.
  • 706 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2025.

Based on Lido Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.